January 2025 Professional Advisors Newsletter

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We hope your 2025 is off to a good start!

What a wonderful year-end to 2024, full of many opportunities to work with attorneys, CPAs, and financial advisors to help ensure that clients’ charitable giving goals and tax-planning goals were achieved. We are honored to be your first call when the topic of charitable giving pops up in a client meeting.

Here’s what’s trending to kick off the new year and your work with clients who’ve made philanthropy an integral part of their lives.

Click here to download this newsletter.

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